WWM
JDIV

Western Wealth Management’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Western Wealth Management’s Portfolio JDIV Stock Details JDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-36,320
Closed -$1.15M – 858
2022
Q2 		$1.15M Buy
36,320
+11,687
+47% +$395K 0.07% 278
2022
Q1 		$864K Buy
+24,633
New +$836K 0.04% 366

Western Wealth Management's JDIV Position: Q3 2022 in Review

Western Wealth Management sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q3 2022, closing a stake of 36,320 shares — an estimated $1.15M sold.

Western Wealth Management first reported a position in JDIV in Q1 2022 and held it in 2 quarters. The position peaked at $1.15M in Q2 2022. 0 funds tracked by Wall St. Rank hold JDIV as of Q3 2022.

  • Western Wealth Management reported no remaining JPMorgan U.S. Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Western Wealth Management sold 36,320 JPMorgan U.S. Dividend ETF shares in Q3 2022, an estimated $1.15M.
  • Western Wealth Management first reported a position in JPMorgan U.S. Dividend ETF in Q1 2022 and held it in 2 quarters.
  • Western Wealth Management's JPMorgan U.S. Dividend ETF position peaked at $1.15M in Q2 2022.
  • 0 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.